Unclaimed Profile

Russell Wayne Dunkin

FORT HENRY CAPITAL, LLC·WHEELING, West Virginia

Series 7, Series 66Clean record23 years registeredFORT HENRY CAPITAL, LLC

48 FOURTEENTH STREET, WHEELING, WV 26003CRD# 3105301Firm CRD# 168695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Russell Wayne Dunkin · WHEELING, WV

Registration

CRD #3105301 · FORT HENRY CAPITAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

FORT HENRY CAPITAL, LLC

Jan 2014 – present

MCKINLEY CARTER WEALTH SERVICES, INC.

Feb 2006 – Feb 2014

WHEELING, WV

BB&T INVESTMENT SERVICES, INC.

Jan 2003 – Feb 2006

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORT HENRY CAPITAL, LLC

CRD 168695 · SEC 801-108626

AUM

$222M

Regulatory assets under management

Employees

437 client accounts

Services offered by FORT HENRY CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORT HENRY CAPITAL, LLC →

Introduction

Speak with Russell

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Russell is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WHEELING?

Browse all registered financial advisors in WHEELING, West Virginia or claim this profile if it's yours.

Browse WHEELING Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Russell Wayne Dunkin offer?

Russell Wayne Dunkin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.

What are Russell Wayne Dunkin's credentials?

Russell Wayne Dunkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Russell Wayne Dunkin located?

Russell Wayne Dunkin is based in WHEELING, West Virginia, working with FORT HENRY CAPITAL, LLC. Their office serves clients in the WHEELING metropolitan area and surrounding communities.

How does Russell Wayne Dunkin charge for services?

Russell Wayne Dunkin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORT HENRY CAPITAL, LLC?

FORT HENRY CAPITAL, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →